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Legacy Hub

A central repository of helpful resources designed to help advisors & their clients more effectively achieve their unique visions for lasting legacies.

Featured Collections

  • Estate Planning Resources

    Everything advisors & their clients need to know about estate planning.

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  • Product & Company Announcements

    Get the latest updates about wealth.com's product offerings.

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  • The Practical Planner Podcast

    A podcast for advisors about delivering more effective Estate Planning.

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  • Trends & Insights

    Innovative perspectives from wealth management industry leaders.

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Estate Planning Resources

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wealth.com raises $30 million Series A led by GV (Google Ventures)

wealth.com Secures $30 Million Series A to Further Modernize Estate Planning for Advisors

5 min read
Sep 16 2024
wealth.com raises $30 million Series A led by GV (Google Ventures)

wealth.com Secures $30 Million Series A to Further Modernize Estate Planning for Advisors

5 min read
Sep 16 2024

What to Know About Putting Your Business in a Trust

13 min read
Nov 15 2024
An article about how financial advisors can help their clients prepare for the Tax Cut & Jobs Act before it sunsets in 2025

What To Know About The Tax Cuts & Jobs Act Sunset, and How to Prepare Clients

12 min read
Oct 22 2024
The Role of Conservators, Guardians, Trustees, Executors and Agents in Estate Planning

The Role of Conservators, Guardians, Trustees, Executors and Agents in Estate Planning

16 min read
Oct 15 2024

The Practical Planner Podcast

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Introducing The Practical Planner

1 min read
Oct 9 2023
Practical Planner episode 28 about how to leave assets to children and minors

How to Leave Assets to Children & Minors

1 min read
Nov 6 2024
Practical Planner episode 27 about how to financially plan for the future of your children

How to Financially Plan for Your Childrenā€™s Future

1 min read
Oct 22 2024
Practical Planner podcast episode 26 about credit shelter trusts hosted by wealth.com

Everything You Need to Know About Credit Shelter Trusts

1 min read
Oct 8 2024

Product & Company Announcements

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Wealth.com product updates for October 2024 including bulk asset upload via spreadsheet, Orion and Addepar integrations, Entity Structure Flowchart and more

Whatā€™s New at wealth.com, October 2024

4 min read
Oct 31 2024
Product updates at wealth.com for September 2024

What's New at wealth.com - September 2024

4 min read
Sep 24 2024

What's New at wealth.com - July 2024

4 min read
Jul 25 2024

Trends & Insights

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Reference guide that has all the relevant estate planning and wealth transfer from the IRS for 2025

Reference Guide: 2025 IRS Inflation Adjusted Numbers for Estate Planning

5 min read
Oct 22 2024
Reference guide that has all the relevant estate planning and wealth transfer from the IRS for 2025

Reference Guide: 2025 IRS Inflation Adjusted Numbers for Estate Planning

5 min read
Oct 22 2024

SECURE Act Update: Inheritance Impacts & Case Studies

11 min read
Aug 1 2024

Hope, Healing & Estate Planning: How financial advisors can help their clients find peace

5 min read
Jun 7 2024

SECURE Act Update: The Treasury Department Clarifies How 2019 Law Affects Inherited Retirement Accounts

7 min read
Jul 22 2024